EspoCRM

Review:

EspoCRM is free and open-source software created to help businesses streamline sales pipelines, optimize marketing services, and set up user-friendly customer support solutions. Users also benefit from comprehensive workflow automation and customization options for maximum flexibility.

The software's free plan gives small companies a budget-friendly option to efficiently manage sales and marketing tasks. However, the platform lacks certain key services, such as territory management, sales forecasting, and revenue analytics.

Pros:

• Users have access to a 1-month free trial of the software.
• The free plan is fully equipped with easy-to-use tools, such as lead tracking, email templates, and social activity streams.
• The sales automation service includes opportunity management, account records, contact storage, and custom pipelines.
• EspoCRM integrates with a wide range of third-party apps, including Gmail, Slack, MailChimp, and VolP.
• Users benefit from robust marketing automation tools, such as email scheduling and personalized campaigns.
• The case management service allows support teams to keep track of issues and set up standardized responses.
• Other tools include data importing, document storage, customer knowledge bases, multilingual support, and entity management.
• There is a self-service customer support portal to help clients report issues quickly and easily.
• The platform offers comprehensive reporting, as well as sales and performance analytics.

Cons:

• EspoCRM's pricing for additional CRM upgrades and services isn't readily available on its website.
• The platform lacks territory management, sales forecasting, and revenue analytics.
• There are no team communication or collaboration tools available.

Reputation:

On G2, EspoCRM has a 4.6-star rating based on more than 15 reviews. Many users cited robust customization options, integration capabilities, and easy-to-use email templates as highlights, while two reviewers noted that the software has a steep learning curve.

On Trustpilot, more than 15 reviewers gave the software a 4.5-star rating. The majority of users praised its affordability, easy setup, and feature-rich functionality. However, some reviewers mentioned that the customer support and variety of integrations could be improved.